Nathan Edwards, CFA, CFP®

September 1, 2017

Investor Risk Tolerance: Ability & Willingness

Correctly identifying an investor’s risk tolerance is critical for productive investing over the long-term. The limits identified by a given tolerance for risk can typically establish, […]
August 19, 2017

Florida Retirement System Investment Plan

This article is meant to serve as a caution flag arising from a somewhat alarming trend that the Florida financial advisors with our firm have noticed […]
August 6, 2017

401k Required Minimum Distribution (RMD)

Do you have to take a required minimum distribution (RMD) from your 401k like you do from your Traditional IRA? It depends. Like a Traditional IRA, […]
July 28, 2017

Care About CAPE?

The cyclically adjusted price-to-earnings (CAPE) ratio for the S&P 500 represents the inflation adjusted price of the S&P 500 divided by the rolling 10-year average of […]